Schrum Private Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Hold |
633
| – | – | 0.17% | 124 |
|
2025
Q1 | $208K | Buy |
+633
| New | +$208K | 0.18% | 119 |
|
2024
Q4 | – | Sell |
-758
| Closed | -$263K | – | 132 |
|
2024
Q3 | $263K | Buy |
758
+125
| +20% | +$43.3K | 0.14% | 147 |
|
2024
Q2 | $209K | Hold |
633
| – | – | 0.19% | 124 |
|
2024
Q1 | $229K | Buy |
+633
| New | +$229K | 0.21% | 117 |
|
2023
Q1 | – | Sell |
-633
| Closed | -$209K | – | 107 |
|
2022
Q4 | $209K | Buy |
+633
| New | +$209K | 0.25% | 105 |
|